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Spencer Stuart · 1 week ago

Client Success Lead (Senior Analyst or Associate), Private Equity

New York, NY

Full-time

Onsite

Entry, Mid Level

$80K/yr - $110K/yr

1+ years exp

Spencer Stuart is a leading executive search and consulting firm, and they are seeking a Client Success Lead for their Private Equity division. This role will act as a strategic partner to client leads, focusing on business development and enhancing client experience while managing key account operations.

AdviceBusiness DevelopmentConsultingIT ManagementRecruiting

Comp. & Benefits

No H1B

Responsibilities

Strategic Account Leadership: Partner with designated client leads to develop and execute short-, medium-, and long-term strategic account plans for Managed and Growth accounts, ensuring alignment with broader Private Equity (PE) practice goals

Client Development & Business Growth: Act as a strategic thought partner to identify and pursue business development opportunities. Leverage internal connectivity to expand into new sectors, business lines, and regions to increase share of wallet, and drive top-line growth

Cross-Functional Coordination: Serve as a central point of coordination across internal teams to ensure transparent communication on client activity, business development efforts, and competitive intelligence

Performance Tracking: Build and deliver quarterly reporting for each strategic account and track overall outcomes of the strategic account program

Contribute to the broader PE strategic account agenda through template creation, agenda setting, technology enhancements, and investment planning

Knowledge Sharing: Develop and disseminate a 'playbook' of best practices for account expansion and client management. Share templates and tools across the PE practice to support broader adoption

Monitoring and Insight: Work closely with the PE analyst team to monitor deal activity and exits, supporting both business development and search execution

Execution Support: Coordinate with Strategy & Operations, Associates, and Analysts to fulfill data and deliverable needs, including pitch materials, assignment lists, and market insights

Tailored Account Management: For select strategic accounts (3–5), provide tailored support including: Research and benchmarking against market activity and peer clients. Financial reporting and metric tracking for internal and external use. Development of strategic materials such as QBRs, one-pagers, internal reviews, and bespoke trackers. Execution of creative and high-impact projects to address client-specific needs (e.g., custom portals, data benchmarking). Participation in complex, multi-stage client initiatives as needed

Qualification

Client DevelopmentPrivate Equity KnowledgeProject ManagementPerformance TrackingCross-Functional CoordinationDetail OrientationMultitaskingCommunication

Required

1-3+ years of professional services experience, with at least one year of client-facing experience

Understanding of and interest in the Private Markets and/or Private Equity landscape is strongly preferred

Strong project management and operational ability with exemplary detail-orientation

Ability to work across global stakeholders internally and externally with clarity, transparency, and understanding of dynamics

Balance of action-orientation, efficiency, and commitment to quality

Excellent communication skills and credibility with senior executives and colleagues

In possession of permanent U.S. work authorization

Benefits

Retirement savings plan with discretionary profit sharing contribution and employer match

PTO (minimum 15 days per year, increases with tenure)

Paid sick time (10 days per year)

Company holidays (12 days per year)

Paid leaves of absence when applicable

Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account

Life Insurance, and short-term and long-term disability insurance

Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program

Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage